Finance scenario: Update a guidance document
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Reduce spending
Risk management
Value benefit
Cost savings
Employee experience
Using Copilot to update a guidance document
1. Get meeting insights
Review meeting details to determine the changes to be made in the RFx document.
Copilot in Teams
Action: In Meeting Recap, review meeting topics to quickly locate the relevant details for your document updates.
2. Ask questions
Use Copilot to locate the latest RFx document that needs updating based on the stakeholder request.
Business Chat2
Example prompt: Locate the latest RFx document created by your team in the last week.
3. Analyze financial impact
Adjust your financial model to confirm the expected change in costs and review where it exceeds your threshold.
Copilot in Excel
Example prompt: Highlight the cells yellow where the “adjusted expected spend” exceeds $10,000.
4. Efficient document updates
Rewrite the relevant document sections that need updating based on the new RFx information.
Copilot in Word
Example prompt: Summarize the updated sections into a few bullet points. This will be added with your Microsoft Excel chart in an email to the stakeholder.
5. Request feedback
Draft and send an email to your stakeholder summarizing the changes.
Copilot in Outlook
Action: Use Coaching by Copilot: write an email to my stakeholder outlining the updates, gain alignment, and offer a meeting to discuss.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
